He's right WRT it being a bad idea to leave an IRA or 401k to a Trust instead of named beneficiary(ies). I think the big "penalty" is the Trust will have to take the entire amount within a 5 year period.Not necessarily, because...Also, everything called a "trust" doesn't work the same way. What she said.-synchronicity
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar<